LOUISVILLE WINSTON ED FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

ALAN SIMS

Phone

6627733569

Tax Period

2024-07-01 to 2025-06-30

LOUISVILLE WINSTON ED FOUNDATION, founded in 1970, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

KINDERGARTEN THRU 12TH GRADE SCHOOL

Program Service Accomplishments

Program 1

Expenses: $2,163,325 Revenue: $1,976,000

OPERATION OF PRIMARY AND SECONDARY SCHOOL FOR THE INSTRUCTION AND EDUCATION OF INDIVIDUALS. THERE WERE APPROXIMATELY 500 STUDENTS SERVED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,718

Program Service Revenue $1,976,000

Investment Income $108,112

Other Revenue $0

TOTAL REVENUE $2,147,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,332,982

Fundraising Expenses $0

Program Expenses $2,163,325

Other Expenses $830,343

TOTAL EXPENSES $2,163,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,147,830	$1,921,239	+0.1%
Expenses	$2,163,325	$2,154,851	+0.0%
Net Income	$-15,495	$-233,612	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN ARNETT	DIRECTOR	N/A	Director	$0	$0	$0
THOMAS CEFALU	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
REBECCA CLARK	DIRECTOR	N/A	Director	$0	$0	$0
KYLE FULTON	DIRECTOR	N/A	Director	$0	$0	$0
RYAN GILMER	DIRECTOR	N/A	Director	$0	$0	$0
JOEY HOOD	DIRECTOR	N/A	Director	$0	$0	$0
BRUCE LEE	SEC./TREAS.	N/A	Officer Director	$0	$0	$0
REGAN MONK	DIRECTOR	N/A	Director	$0	$0	$0
SPRING MOODY	DIRECTOR	N/A	Director	$0	$0	$0
ALAN SIMS	PRESIDENT	N/A	Officer Director	$0	$0	$0
MARY TABOR	DIRECTOR	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,147,830	$2,163,325	$1,395,604	$-15,495
2024	$1,921,239	$2,154,851	$1,458,741	$-233,612
2023	$2,546,707	$2,197,423	$1,579,896	$349,284
2022	$2,077,014	$1,944,566	$1,094,412	$132,448
2021	$1,961,941	$1,842,818	$1,141,750	$119,123
2020	$1,637,001	$1,731,492	$1,043,244	$-94,491
2019	$1,877,851	$1,901,464	$990,095	$-23,613